Roth Financial Partners’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.02M | Sell |
|
|||||
|
2025
Q2 | $2.86M | Sell |
|
|||||
|
2025
Q1 | $3.02M | Sell |
|
|||||
|
2024
Q4 | $3.28M | Sell |
|
|||||
|
2024
Q3 | $3.25M | Sell |
|
|||||
|
2024
Q2 | $3M | Sell |
|
|||||
|
2024
Q1 | $3.17M | Buy |
|
|||||
|
2023
Q4 | $2.86M | Sell |
|
|||||
|
2023
Q3 | $2.57M | Sell |
|
|||||
|
2023
Q2 | $2.71M | Sell |
|
|||||
|
2023
Q1 | $2.61M | Sell |
|
|||||
|
2022
Q4 | $2.64M | Hold |
|
|||||
|
2022
Q3 | $2.46M | Sell |
|
|||||
|
2022
Q2 | $3M | Buy |
|
|||||
|
2022
Q1 | $3.61M | Sell |
|
|||||
|
2021
Q4 | $4M | Sell |
|
|||||
|
2021
Q3 | $3.92M | Sell |
|
|||||
|
2021
Q2 | $4.07M | Sell |
|
|||||
|
2021
Q1 | $3.88M | Buy |
|
|||||
|
2020
Q4 | $3.53M | Buy |
|